Bank of New York Mellon
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Bank of New York Mellon’s Sweetgreen SG Stock Holding History

Bank of New York Mellon’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.79M Buy
316,888
+37,818
+14% +$289K ﹤0.01% 2759
2026
Q1 		$1.45M Sell
279,070
-6,205
-2% -$37.7K ﹤0.01% 2989
2025
Q4 		$1.93M Sell
285,275
-8,805
-3% -$60.5K ﹤0.01% 2855
2025
Q3 		$2.35M Buy
294,080
+6,353
+2% +$69.1K ﹤0.01% 2718
2025
Q2 		$4.28M Sell
287,727
-20,520
-7% -$338K ﹤0.01% 2365
2025
Q1 		$7.71M Buy
308,247
+4,333
+1% +$120K ﹤0.01% 1996
2024
Q4 		$9.74M Buy
303,914
+36,281
+14% +$1.35M ﹤0.01% 1938
2024
Q3 		$9.49M Sell
267,633
-93,721
-26% -$2.85M ﹤0.01% 1959
2024
Q2 		$10.9M Buy
361,354
+39,757
+12% +$1.09M ﹤0.01% 1915
2024
Q1 		$8.12M Sell
321,597
-16,063
-5% -$234K ﹤0.01% 2069
2023
Q4 		$3.82M Sell
337,660
-5,889
-2% -$62K ﹤0.01% 2500
2023
Q3 		$4.04M Buy
343,549
+19,538
+6% +$272K ﹤0.01% 2431
2023
Q2 		$4.15M Sell
324,011
-6,058
-2% -$56.1K ﹤0.01% 2422
2023
Q1 		$2.59M Sell
330,069
-20,038
-6% -$176K ﹤0.01% 2647
2022
Q4 		$3M Buy
350,107
+4,225
+1% +$61.6K ﹤0.01% 2621
2022
Q3 		$6.4M Buy
345,882
+306,045
+768% +$5.22M ﹤0.01% 2157
2022
Q2 		$464K Buy
39,837
+7,555
+23% +$159K ﹤0.01% 3650
2022
Q1 		$1.03M Buy
+32,282
New +$938K ﹤0.01% 3295

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $194M AUM 23.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Bank of New York Mellon's SG Position: Q2 2026 in Review

Bank of New York Mellon increased its Sweetgreen (SG) stake by 14% in Q2 2026, buying an estimated $289K and bringing the position to 316,888 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Bank of New York Mellon first reported a position in SG in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.9M in Q2 2024. 110 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Bank of New York Mellon held 316,888 shares of Sweetgreen worth $2.79M as of Q2 2026.
  • Bank of New York Mellon bought 37,818 Sweetgreen shares in Q2 2026, an estimated $289K.
  • Sweetgreen made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2759 holding.
  • Bank of New York Mellon first reported a position in Sweetgreen in Q1 2022 and has held it in 18 quarters since.
  • Bank of New York Mellon's Sweetgreen position peaked at $10.9M in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.